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TARIFF TURBULENCE:
How Heavy Truck Dealerships Can Survive the Storm
 

February 17, 2025  |  3 min read

OCR ISN'T ENOUGH:
How Human-in-the-Loop Drives Real Results in Finance
 

May 21, 2025  |  6 min read

THE CFO'S ROI PLAYBOOK:
Why 89% of Finance Leaders Are Racing to Automate
 

June 25, 2025  |  4 min read

onPhase Helps Teams Simplify Their
Operations With AI and Automation

Whether you're starting with AP automation and Payments or looking to
digitally transform how documents are managed and stored, we simplify the
complex so you can focus on driving value across your organization.

$4B+

Payments Captured & Processed

10M+

Invoices Processed Annually

300M

Documents Managed & Stored

OP_Icons_PNK_AP Automation-54

AP Automation

Capture invoices instantly, route approvals with smart, rules-based workflows, and match with precision using 2-way, 3-way, or 4-way intelligence built on AI.


Payments icon

Consumer & Supplier Payments

Automate supplier payments and collections with full visibility. Send funds securely by ACH, check, or virtual card while reducing risk and manual touchpoints.

Forms and Workflow

Intelligent Forms & Workflows

Replace paper forms and fillable PDFs with a no-code, web-based form builder. Route submissions to the right people, trigger next steps, and collect signatures automatically without the messy paper or email threads.

Document management

Document Management

Quickly store, search, and retrieve financial documents in a secure, access-controlled system. Keep contracts, W-9s, and receipts organized, compliant, and audit-ready.

Ready to modernize your finance function?